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Dream Finders Homes, Inc.（DFH）とMUELLER INDUSTRIES INC（MLI）の財務データ比較。上の社名をクリックして会社を切り替えられます
Dream Finders Homes, Inc.の直近四半期売上が大きい（$1.2B vs $962.4M、MUELLER INDUSTRIES INCの約1.3倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 4.8%、差は11.1%）。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い（4.2% vs -22.3%）。Dream Finders Homes, Inc.の直近四半期フリーキャッシュフローが多い（$136.0M vs $121.4M）。過去8四半期でDream Finders Homes, Inc.の売上複合成長率が高い（21.0% vs 6.4%）
Dream Finders Homes, Inc.はアメリカの大手住宅建設企業で、入門層から高級層までの一戸建て住宅やタウンハウスを建設・販売しています。同社は高成長地域に事業を展開し、住宅ローン手配、権利保険、住宅保証などの付随サービスも提供しています。
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
DFH vs MLI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $962.4M |
| 純利益 | $58.8M | $153.7M |
| 粗利率 | — | — |
| 営業利益率 | 6.4% | 17.9% |
| 純利益率 | 4.8% | 16.0% |
| 売上前年比 | -22.3% | 4.2% |
| 純利益前年比 | -54.9% | 11.7% |
| EPS（希薄化後） | $0.57 | $1.37 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.2B | $962.4M | ||
| Q3 25 | $969.8M | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $989.9M | $1.0B | ||
| Q4 24 | $1.6B | $923.5M | ||
| Q3 24 | $1.0B | $997.8M | ||
| Q2 24 | $1.1B | $997.7M | ||
| Q1 24 | $827.8M | $849.7M |
| Q4 25 | $58.8M | $153.7M | ||
| Q3 25 | $47.0M | $208.1M | ||
| Q2 25 | $56.6M | $245.9M | ||
| Q1 25 | $54.9M | $157.4M | ||
| Q4 24 | $130.5M | $137.7M | ||
| Q3 24 | $70.7M | $168.7M | ||
| Q2 24 | $80.9M | $160.2M | ||
| Q1 24 | $54.5M | $138.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 27.6% | ||
| Q2 24 | 19.2% | 27.3% | ||
| Q1 24 | 18.0% | 28.4% |
| Q4 25 | 6.4% | 17.9% | ||
| Q3 25 | 6.3% | 25.6% | ||
| Q2 25 | 6.4% | 26.7% | ||
| Q1 25 | 7.2% | 20.6% | ||
| Q4 24 | 10.8% | 18.4% | ||
| Q3 24 | 9.2% | 20.7% | ||
| Q2 24 | 10.0% | 21.0% | ||
| Q1 24 | 8.6% | 21.6% |
| Q4 25 | 4.8% | 16.0% | ||
| Q3 25 | 4.8% | 19.3% | ||
| Q2 25 | 4.9% | 21.6% | ||
| Q1 25 | 5.5% | 15.7% | ||
| Q4 24 | 8.4% | 14.9% | ||
| Q3 24 | 7.0% | 16.9% | ||
| Q2 24 | 7.7% | 16.1% | ||
| Q1 24 | 6.6% | 16.3% |
| Q4 25 | $0.57 | $1.37 | ||
| Q3 25 | $0.47 | $1.88 | ||
| Q2 25 | $0.56 | $2.22 | ||
| Q1 25 | $0.54 | $1.39 | ||
| Q4 24 | $1.28 | $1.21 | ||
| Q3 24 | $0.70 | $1.48 | ||
| Q2 24 | $0.81 | $1.41 | ||
| Q1 24 | $0.55 | $1.21 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $234.8M | $1.4B |
| 総負債低いほど良い | $1.6B | — |
| 株主資本純資産 | $1.4B | $3.2B |
| 総資産 | $3.7B | $3.7B |
| 負債/資本比率低いほどレバレッジが低い | 1.13× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $234.8M | $1.4B | ||
| Q3 25 | $251.0M | $1.3B | ||
| Q2 25 | $210.3M | $1.1B | ||
| Q1 25 | $297.5M | $873.6M | ||
| Q4 24 | $274.4M | $1.1B | ||
| Q3 24 | $204.9M | $969.6M | ||
| Q2 24 | $274.8M | $825.7M | ||
| Q1 24 | $239.4M | $1.4B |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.4B | $3.2B | ||
| Q3 25 | $1.4B | $3.1B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.2B | $2.8B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.0B | $2.5B | ||
| Q1 24 | $968.7M | $2.4B |
| Q4 25 | $3.7B | $3.7B | ||
| Q3 25 | $3.8B | $3.7B | ||
| Q2 25 | $3.7B | $3.5B | ||
| Q1 25 | $3.5B | $3.2B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.3B | $3.2B | ||
| Q2 24 | $3.0B | $3.1B | ||
| Q1 24 | $2.7B | $2.9B |
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $143.6M | $141.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $136.0M | $121.4M |
| FCFマージンFCF / 売上 | 11.2% | 12.6% |
| 設備投資強度設備投資 / 売上 | 0.6% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 2.44× | 0.92× |
| 直近12ヶ月FCF直近4四半期 | $-126.4M | $686.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $143.6M | $141.2M | ||
| Q3 25 | $-131.0M | $310.1M | ||
| Q2 25 | $-68.5M | $190.6M | ||
| Q1 25 | $-44.7M | $113.6M | ||
| Q4 24 | $306.5M | $140.1M | ||
| Q3 24 | $-205.0M | $231.4M | ||
| Q2 24 | $-110.6M | $100.8M | ||
| Q1 24 | $-247.5M | $173.6M |
| Q4 25 | $136.0M | $121.4M | ||
| Q3 25 | $-135.7M | $291.8M | ||
| Q2 25 | $-78.8M | $176.5M | ||
| Q1 25 | $-47.9M | $97.0M | ||
| Q4 24 | $302.6M | $111.2M | ||
| Q3 24 | $-222.5M | $205.7M | ||
| Q2 24 | $-112.4M | $91.6M | ||
| Q1 24 | $-249.6M | $157.2M |
| Q4 25 | 11.2% | 12.6% | ||
| Q3 25 | -14.0% | 27.1% | ||
| Q2 25 | -6.8% | 15.5% | ||
| Q1 25 | -4.8% | 9.7% | ||
| Q4 24 | 19.4% | 12.0% | ||
| Q3 24 | -22.1% | 20.6% | ||
| Q2 24 | -10.6% | 9.2% | ||
| Q1 24 | -30.2% | 18.5% |
| Q4 25 | 0.6% | 2.1% | ||
| Q3 25 | 0.5% | 1.7% | ||
| Q2 25 | 0.9% | 1.2% | ||
| Q1 25 | 0.3% | 1.7% | ||
| Q4 24 | 0.3% | 3.1% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.3% | 1.9% |
| Q4 25 | 2.44× | 0.92× | ||
| Q3 25 | -2.79× | 1.49× | ||
| Q2 25 | -1.21× | 0.78× | ||
| Q1 25 | -0.81× | 0.72× | ||
| Q4 24 | 2.35× | 1.02× | ||
| Q3 24 | -2.90× | 1.37× | ||
| Q2 24 | -1.37× | 0.63× | ||
| Q1 24 | -4.54× | 1.25× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
